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HSBC Securities (USA) Inc.

Financial Planning, Investments & Services

We focus on a six-step planning process to help you implement
a sound investment strategy to achieve your financial goals:

  • Assess current situation and investment objectives
  • Examine future goals
  • Create action plan and asset allocation
  • Identify solutions
  • Implement plan using appropriate investment products
  • Monitor your portfolio performance and refine plan

Products and Services

Full Service Brokerage

  • With access to HSBC Securities' resources worldwide, our investment professionals have global perspective and in-depth information on markets around the world to help you develop a solid portfolio strategy.
 

HSBC Premier

  • HSBC Premier offers Wealth Management- Work with a Premier Relationship Team to provide integrated solutions to manage short and long-term financial needs.
 

Managed Portfolio Account

  • Offers personal portfolio and investment management services using an investment strategy customized to your particular needs.
 

Investor CDs

  • Far from typical CDs, these are Investor CDs with enhanced opportunity and are FDIC insured.*
 

Financial Analysis

  • Offered at no cost, come see where you stand financially and how HSBC Securities can help you invest your money.
 

HSBC Investor Funds

  • An array of mutual funds ranging from money market funds to international equity funds. HSBC Investor Funds offer investors the opportunity to participate in diversified portfolios of investments managed by some of the leading mutual fund managers in the country, including HSBC Global Asset Management (USA) Inc. Learn more
 

The Future of Retirement - It's time to prepare

  • To view HSBC's fifth annual global survey focused on planning for retirement in today's challenging economy, and how poor levels of financial education, tightening budgets and a short-term focus are creating a "perfect storm" in the retirement planning world, .
 

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Securities and annuities are provided by Registered Representatives and Insurance Agents of HSBC Securities (USA) Inc., member NYSE/FINRA/SIPC, registered Futures Commission Merchant, a wholly-owned subsidiary of HSBC Markets (USA) Inc. and an indirectly wholly-owned subsidiary of HSBC Holdings plc.

Insurance products are offered through Insurance Agents of HSBC Insurance Agency (USA) Inc., a wholly-owned subsidiary of HSBC Bank USA, N.A. and an indirectly wholly-owned subsidiary of HSBC Holdings plc. Products and services may vary by state and are not available in all states.

Securities, Annuity and Insurance Products are:

NOT A BANK DEPOSIT OR OBLIGATION OF THE BANK OR ANY OF ITS AFFILIATES

NOT FDIC-INSURED

NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

NOT GUARANTEED BY THE BANK OR ANY OF ITS AFFILIATES

MAY LOSE VALUE

HSBC Securities (USA) Inc. or any other member of the HSBC Group may from time to time underwrite, perform or seek to perform investment banking services for issuers or make a market or otherwise buy or sell as principal securities or other instruments, or together with the issuers directors, officers and employees may have either a long or short position in securities, commodities, currencies or other instruments or futures or options contracts convertible into securities or other instruments.

All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor.

Important Disclosures

* All CDs are FDIC insured up to the standard maximum amount. As of April 2006 the following applies:
$100,000 - nonqualified account
$250,000 - qualified account

Contact HSBC Securities

  • Email Us
  • 1.800.662.3343
  • Advisor Directory
Form 1099 - Learn more!